1. Go to winman select AY and import the last year file of that client name.
Download the TIS and save in TIS AY 23-24 folder in blue sky with rename
For New client email them for Login credentials of II site and follow the steps.
2. Check all income receipts and TDS . Note it
3. Download the TIS Report to attach in this form
4. Check last year fees in tally and estimate the fees as per Fees chart given for ITR AY 2023-24
5. Create order of a client only when the seniors approve this form